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20130118
20130118
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been weakening which is helping your exporters. the biggest election day of last year was december 16th. you had president barack obama, putin, francois hollande and pena in mexico. shinzo abe in japan, december 16th, going to weaken the yen and restructure there, and we think japan has legs, maria. >> right. >> so you want to get exposure, big exporters, automobile companies, electronics. >> japan exporters are on fire and that's why that fund has been really increasing. >> you look at a chart, maria, goes straight up. >> hey, josh, you like health care stocks, too, at this level, don't you? >> we've been extremely bullish on health care since the early part of last-year, and there was absolutely nothing in the data, terk call or fundamental that tells us we should change our mind. one name to highlight is pfizer. they are about to spin off their animal health unit. if you know the data on how spinoffs typically perform, parent and child, you'll want to pay extra special attention to the timing of this deal, because i've got to tell you, i think it will be unlike a lot of value. i thin
Search Results 0 to 0 of about 1